What Did You Buy Today? - Printable Version

What Did You Buy Today? - Printable Version

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RE: What Did You Buy Today? - divmenow - 06-18-2021

(06-18-2021, 09:49 AM)DividendGarden Wrote: Added to BTI, VIAC, ADBE, AZO, BRK/B, GOOGL. Lots of non-DGI there.

Nice buys. ADBE would have been nice if you bought yesterday Big Grin

Big Grin

DGI stocks may be in a bit of pain for a while. Growth and tech is where it seems is the only place going up right now lol

What Did You Buy Today? - vbin - 06-18-2021

Sold puts on VZ, PLTR, XLE. Bought VZ

RE: What Did You Buy Today? - ken-do-nim - 06-18-2021

(02-25-2021, 10:25 AM)fenders53 Wrote:
(02-25-2021, 10:00 AM)divmenow Wrote: Bought some LDOS. Between the earnings miss and short report I haven’t seen it this low in a while. So I said why not lol. You in on this one too Fenders ?
I haven't researched it. Hadn't heard of it until you and Otter were discussing it last week. I am trying to not add too many more new names. We'll see how long that lasts.

What I need is for tech to get hammered for real again, but this market is resilient.

Very small trades this morning. Added a few shares to DG-ARKF Sold a few SLV puts.

(06-18-2021, 10:04 AM)divmenow Wrote:
(06-18-2021, 09:49 AM)DividendGarden Wrote: Added to BTI, VIAC, ADBE, AZO, BRK/B, GOOGL. Lots of non-DGI there.

Nice buys. ADBE would have been nice if you bought yesterday

DGI stocks may be in a bit of pain for a while. Growth and tech is where it seems is the only place going up right now lol

I actually did buy Adobe yesterday Smile

Smile

But aside from NVDA, ADBE, TTD, ABNB, CIK and WEBL, I'm bleeding red. No fun day at all Sad

Sad

RE: What Did You Buy Today? - fenders53 - 06-18-2021

(05-11-2021, 09:12 AM)divmenow Wrote:
(05-11-2021, 09:08 AM)fenders53 Wrote:
(05-11-2021, 09:06 AM)divmenow Wrote:
(05-11-2021, 09:00 AM)fenders53 Wrote:
(05-11-2021, 08:47 AM)divmenow Wrote: Way to go... . Join the ENPH club lol

I also took a new position in PXD thanks to the secondary at $153

I needed to add another name in the sector to go along with CVX and EOG

now the only other sector I'm underweight in is leisure
Dude I am a charter member of ENPH. I made a few hundred a month the past year selling short puts while it ran. I have a few short puts that are WAY in the money after this bloodbath. I can only roll forward so much before I own $140 shares. I said here many times I was good with adding a real position starting at $125. If I am honest I need ENPH to head back to $120ish to be back to even. I wasn;t aggressive enough when it was truly cheap. I'll add shares to my growthy port in the meantime.

Yeah yeah. What ever floats your boat lol
I am very good with owning ENPH long-term. How happy I am in the end very much depends on the entry. We'll see where the bottom is soon enough.

Well me too. Got in at $108.90

This will be a big winner for years to come. You have to add at some point, so why not today. I don't worry about making a few $ here and there . I'm in to win it lol

Are we having fun today

(06-18-2021, 10:04 AM)divmenow Wrote:
(06-18-2021, 09:49 AM)DividendGarden Wrote: Added to BTI, VIAC, ADBE, AZO, BRK/B, GOOGL. Lots of non-DGI there.

Nice buys. ADBE would have been nice if you bought yesterday

DGI stocks may be in a bit of pain for a while. Growth and tech is where it seems is the only place going up right now lol

You are probably right. It could take weeks before they write the new script and tell us the only place to be is smokestacks. Big Grin

Big Grin

This is beginning to get predictable when bonds are not a real option. Buying what everyone hates continues to work the same quarter you do it.

RE: What Did You Buy Today? - fenders53 - 06-18-2021

I am down about 1% for the week but it's been good for new option sale income. Rolled a lot of puts forward and some down too and won't bore you with the details. Half will expire worthless today so I will have shopping money next week if this continues. I don't see all that much that is truly cheap but added a few shares of WEC-XEL-ALE-UNP. Got a little more serious about HAS today as I am trying to look farther ahead than next month. I have limit orders in to add to many tech holding but I will try to stay firm on my buy prices as it is nothing like a great deal yet. Sold a few new XLE puts as that run isn't dead soon IMO. Trying to remain diversified no matter what the fickle market thinks this week.

RE: What Did You Buy Today? - NilesMike - 06-20-2021

Adding to ADM Monday

RE: What Did You Buy Today? - divmenow - 06-21-2021

Added TSM, CAT, NUE, CVX, and MO

RE: What Did You Buy Today? - divmenow - 06-21-2021

So I was just checking I own 38 DGI names. There's a few names I don't own that hope to soon buy on a few more dips.

My question is how many DGI names do you own?

I am thinking about trimming STAG. OHI, and AMP and maybe buy some of the others I want like WSO, MED, TSCO and ADM

And BTY there are many DGI portfolio's out there, so not all names may be on yours.

RE: What Did You Buy Today? - kblake - 06-21-2021

(06-21-2021, 01:02 PM)divmenow Wrote: So I was just checking I own 38 DGI names. There's a few names I don't own that hope to soon buy on a few more dips.

My question is how many DGI names do you own?

I am thinking about trimming STAG. OHI, and AMP and maybe buy some of the others I want like WSO, MED, TSCO and ADM

And BTY there are many DGI portfolio's out there, so not all names may be on yours.

I own about 28 or so names.

I have been slowly adding to them the last week with the dip. Hope they can continue to run up the over valued and no earrings junk so even bigger dips are here

I have been looking at TSCO and MED on that list as well. $30 dip in TSCO I may start a position with a few shares today. Also watching BDX and ADM

RE: What Did You Buy Today? - ken-do-nim - 06-21-2021

(02-25-2021, 10:25 AM)fenders53 Wrote:
(02-25-2021, 10:00 AM)divmenow Wrote: Bought some LDOS. Between the earnings miss and short report I haven’t seen it this low in a while. So I said why not lol. You in on this one too Fenders ?
I haven't researched it. Hadn't heard of it until you and Otter were discussing it last week. I am trying to not add too many more new names. We'll see how long that lasts.

What I need is for tech to get hammered for real again, but this market is resilient.

Very small trades this morning. Added a few shares to DG-ARKF Sold a few SLV puts.

(06-21-2021, 01:02 PM)divmenow Wrote: So I was just checking I own 38 DGI names. There's a few names I don't own that hope to soon buy on a few more dips.

My question is how many DGI names do you own?

I am thinking about trimming STAG. OHI, and AMP and maybe buy some of the others I want like WSO, MED, TSCO and ADM

And BTY there are many DGI portfolio's out there, so not all names may be on yours.

Can you provide a succinct definition of a DGI stock? I've been working on this myself. Here are some attributes, and I think it's a question of picking some.

Offers a dividend greater than 1% in yield (some might say 2%)
Has demonstrated 5 year value growth of at least 50% including dividend reinvestment (so if you put $10,000 in 5 years ago, you have at least $15,000 now)
Has increased dividends annually for at least the last 5 years

So for instance let's look at HTGC, Hercules Capital, one of my favorites.
Yield - 7.47%, check.
5 year growth of $10k - $21,182.04, check.
Dividend increases - let's see
2016: 0.31/share
2017: 0.31/share
2018: 0.33/share in the 4th quarter
2019: back to 0.31/share in Q1, then back up to 0.33/share in Q2, then 0.34/share in Q3, then 0.35/share in Q4
2020: 0.40/share in Q1, then the pandemic hit and they dropped to 0.32/share for Q2 & Q3, then back up to 0.34/share in Q4
2021: 0.37/share in Q1, 0.39/share in Q2

So if we were to include all 3 criteria, it doesn't quite pass the 3rd one, but you can see they are trying Smile

Smile

RE: What Did You Buy Today? - fenders53 - 06-21-2021

-Very subjective, but a 2% yield, or obvious progress toward that goal with consistent dividend growth for a sustained period of time. Share price appreciation can keep the yield low but hard to disqualify a stock like MSGT or AAPL for that reason. I am confident they will make every attempt to pay a nice dividend growth rate over time.

-Five years is a reasonable minimum period for div growth. That is a lot more impressive if they raise through challenging times. 2009 not equal to 2019. Companies that suspended their dividend thirty days into Covid are now suspect until they improve their balance sheet and commitment to shareholders.

-High yield and little or no Div growth in an up market isn't DGI IMO. It's just high yield. DGI companies wouldn't pay a 2% yield if a 7% yield was easy and safe during the next tough markets Doesn't make it a bad investment.

RE: What Did You Buy Today? - ken-do-nim - 06-21-2021

Okay, so I believe then these are the DGI companies I have (yield in parens):

MO - 7.43%
KMI - 6.12%
RIO - 5.73%
ABBV - 4.60%
IBM - 4.58%
STX - 3.14%
AVGO - 3.13%
WEC - 3.03%
XEL - 2.75%
LMT - 2.74%
TXN - 2.23%
HII - 2.20%
HD - 2.18%

Then there's a bunch below 2%: L3Harris, Lowe's, Oracle, Starbucks, Taiwan Semiconductor, Target, Sherwin Williams. If you count them too I'm at 20.